Wealth Client Services & Operations Associate
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-09-04
Listing for:
Captrust
Full Time
position Listed on 2026-09-04
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
CAPTRUST is seeking a Wealth Client Management Associate to assist Client Management Consultants with day-to-day client service, research, and issue resolution. You will help prepare quarterly reviews and client materials, maintain CAPCONNECT client data, and coordinate onboarding and routine tasks.
You will greet visitors, answer calls, schedule activities, and support firm-wide initiatives. A two- or four-year degree is expected, with investment experience a plus, and strong MS Office
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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